Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: New York

Clear All Filters

Paul Oliva

Managing Partner

New York, Melville

Mendim Gecaj, CFP®, CPWA®

Principal

New York, Melville

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

Bridger Dawson, ChFC®

Wealth Advisor

Bryan Bielawski

Bryan Bielawski, CPA, CFA®

Sr. Wealth Advisor

Constanza Low

Wealth Advisor

Cristina Levin, CFP^®

Wealth Advisor

Gerard Miles, CFP®

Wealth Advisor

Marissa Nece

Wealth Advisor

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Tess Bradshaw

Associate Wealth Advisor

New York, Melville

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Ben Bazelais

Client Service Specialist

Helen Berlin

Client Service Specialist

Jesse Frehling, AIF®

Regional Vice President

J Mignone

Jesse Mignone

Manager, Client Service

Melville, New York

Joe Scotti

Client Service Specialist

Kevin Moriarty

Kevin Moriarty

Sr. Client Service Specialist

Victoria O’Tool

Financial Planner

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Ready to get started?

Explore More

A man and woman reviewing early retirement healthcare

Retirement

Medicare and COBRA for Early Retirement: What You Need to Know in 2026

May 4, 2026

Retirement

Social Security Break-Even Point: What It Is and Why It Matters

April 30, 2026

Retirement

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

April 28, 2026

Continue Browsing